Everything to capture on-site before you quote — so your bid is accurate the first time.
Why this matters: Most lost margin traces back to the walkthrough, not the cleaning. Price the work, not the square footage — two identical-sized buildings can need very different labor. Fill this out on-site; quote from your notes, never from memory.
Prospect / Business
Contact & Role
Address
Phone / Email
Walkthrough Date
Estimated By
1 · Facility Overview
Facility type office, medical, dental, daycare, gym, retail, church, warehouse…
Total square footage (get it — don't guess)
Number of floors / suites
Restroom count & condition
Offices, conference rooms, break rooms (counts)
Lobby / reception / waiting areas
2 · Flooring (drives labor)
Carpet — % of space, condition
Hard floor: VCT / tile / hardwood / concrete
Any specialty flooring or periodic care (strip & wax, extraction)